Relationship Manager dealing

Company Description

Religare Broking Limited (RBL) is a wholly-owned subsidiary of Religare Enterprises Limited (REL), serving over 10 lakh clients through Offline and Online platforms across India. With a footprint extending to over 400 cities, RBL offers broking services in Equity, Currency, and Commodity, along with depository participant services. Being a member of the NSE, BSE, and MSEI, and a depository participant with NSDL and CDSL, RBL provides unique services like TIN facilitation & PAN facility and is an NSDL-appointed Aadhaar UID enrolment agency and an AMFI-registered mutual fund distributor. The platform is recognized by various awards and has been endorsed for its performance and service excellence.

Role Description

This is a full-time on-site role for a Relationship Manager located in Meerut. The Relationship Manager will be responsible for managing client relationships, providing investment advice, and navigating various financial services and products offered by the company. Daily tasks include maintaining client portfolios, identifying new business opportunities, conducting market research, and ensuring all client transactions comply with regulatory standards. Additionally, the role involves collaboration with other departments to ensure seamless client service and support.

Qualifications

• Client Relationship Management and Client Portfolio Management skills
• Knowledge of Broking Services in Equity, Currency, and Commodity markets
• Experience with Depository Participant Services and Regulatory Standards
• Strong Communication and Networking skills
• Ability to perform Market Research and identify business opportunities
• Bachelor's Degree in Finance, Economics, Business Administration, or related field
• Experience in financial services or securities industry is a plus